Your Advisor Collects 1% Every Year Whether You Make Money or Not. These 3 ETFs Fire the Middleman and Pay You Instead
Quick Read VTI and COWZ replace a 1% advisor fee with expense ratios near zero while returning 22% and 29% over the past year. A 1% AUM fee silently destroys six figures of retirement wealth over 30 years through compounding drag most inve…
Wide-Moat Stocks Are the Sedative Your Tech-Dominated Portfolio Desperately Needs
A concept photo of a worried businessman in bed by Dusan Petkovic via Adobe Stock The VanEck Morningstar Wide Moat ETF (MOAT) used to be my favorite equity ETF. It can't be anymore. Why? Because I'm convinced that equity investing has chan…
Where Fundamental Analysis Meets the Chartists: The Launch of Defiance’s RANK ETF
This article was originally published on ETFTrends.com. In my former career as a stock research analyst, a unique dynamic always signaled a high-conviction idea. While I sat there building out earnings models and reworking valuation assump…
The Zacks Analyst Blog Highlights MOAT, SPY and LOHA
For Immediate Release Chicago, IL – July 13, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fina…
Wall Street is caught in the midst of shifting geopolitical stances of the United States and Iran, chances of higher global inflation, weak U.S. jobs data, the possibility of stagflation in the U.S. economy, and the Fed's likely dilemma in…
Why ARKK Investors Paid Premium Fees for a 37.88% Loss Over Five Years
Quick Read ARKK charges 0.75% annually yet lost 38% over five years, hiding extra costs in constant rebalancing and illiquid private positions inside the ETF. QQQ's 584% decade return at just 20 basis points dwarfs ARKK's 338%, while MOAT…
Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility
Quick Read MOAT returned 45% over five years versus ARKK's 33% loss, with a maximum drawdown of roughly 20% compared to ARKK's brutal 75% plunge. Tesla anchors ARKK with a beta of 1.8 and a trailing P/E of 371, an extreme volatility profil…
Buffett Loves Moats; Your Portfolio Might Not After This Year’s Slip
Quick Read MOAT is down 1.5% year to date in 2026 while its fair-value discipline forces it to trim winners in a momentum-driven market. Over 10 years MOAT matched SPY nearly dollar for dollar at roughly 250% each, but the 5-year gap refle…
Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026
Quick Read Pacer US Cash Cows 100 ETF (COWZ) is up 9% year-to-date and 25% over the trailing year, using a mechanical screen of the Russell 1000’s 100 names with highest free cash flow yield, with top holdings including Qualcomm, Ford, CVS…
Invest Like Warren Buffett and Buy Wide-Moat Stocks Via This ETF Ahead of a Major Market Shift
For the past few years, the VanEck Morningstar Wide Moat ETF (MOAT) has felt like a forgotten relic of a bygone investing era. Once upon a time, it was my favorite ETF, period. It stems from Warren Buffett’s preference for companies with w…
Concerns around the Iran conflict appear to be easing in investors’ minds, with markets increasingly looking past geopolitical risks and focusing on growth prospects. Goldman Sachs strategist Ben Snider expects the S&P 500 to reach 7,600 b…
Why Many (or Most) of Your Stock Picks Have Not Been Successful
Friend: “Rob, the stock market keeps making all-time highs.” Me: “So what?” More News from Barchart Infleqtion Jumps on New Nvidia Quantum Computing Models. Should You Buy INFQ Stock for Q2? As Amazon Pours Another $25B into Data Centers,…
4 ETFs That Mirror Warren Buffett’s Buy-and-Hold Strategy in 2026
Quick Read VanEck Morningstar Wide Moat ETF (MOAT) holds 50-60 companies with wide competitive advantages trading at discounts to fair value, with tech at 27% of the portfolio and a 0.46% expense ratio; Pacer US Cash Cows 100 ETF (COWZ) sc…
MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything
Quick Read VanEck Morningstar Wide Moat ETF (MOAT) is down 7% year-to-date despite 259% gains over the past decade, with performance vulnerable to 10-year Treasury yields currently at 4.33%. Top holdings United Parcel Service (UPS) faces a…
2 “Moat-Heavy” ETFs to Weather the 2026 Macro Storm
Quick Read VanEck Morningstar Wide Moat ETF (MOAT) has 0.49% expense ratio and Invesco S&P 500 Quality ETF (SPHQ) has 0.15% expense ratio. AI innovations from companies like Anthropic and OpenAI threaten to narrow economic moats across ind…
Mesirow Financial Investment Management Buys 2 Million Shares of Akre Focus ETF
On Feb. 4, 2026, Mesirow Financial Investment Management, Inc. disclosed a new position in the professionally managed Akre Focus ETF (NYSE:AKRE). What happened According to an SEC filing dated Feb. 4, 2026, Mesirow Financial Investment Man…
TMX Group Equity Financing Statistics - January 2026
Toronto Stock Exchange, TSX Venture Exchange Toronto, Ontario--(Newsfile Corp. - February 10, 2026) - TMX Group today announced its financing activity on Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) for January 2026. TSX we…
Quick Read VanEck Wide Moat (MOAT) returned 340% over the past decade versus 261% for the S&P 500. MOAT’s recent performance lagged with 77% five-year returns compared to 83% for SPY and VTI. MOAT charges 0.47% and concentrates 65% in thre…
Modern office desk with laptop displaying rising stock chart, symbolizing ETF market growth and diversified investment strategies. Key Points Exchange-traded funds had one of their biggest years ever in 2025, with about $1.5 trillion in to…
Chip Somodevilla / Getty Images Quick Read Berkshire Hathaway returned 20% annually since 1965 under Buffett. VanEck Morningstar Wide Moat ETF returned 419% since 2012 versus 398% for the S&P 500. SPLG charges 0.02% annually and is now the…
Richmond Investment Services Trims $6 Million from First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Position
Key Points Richmond sold 206,264 SDVY shares, decreasing position value by $6.31 million. The sale represents a 1.42% shift in 13F reportable AUM. Richmond's post-trade SDVY holding: 354,450 shares valued at $13.5 million. The position now…
Richmond Investment Services Trims $6 Million from First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Position
Key Points Richmond sold 206,264 SDVY shares, decreasing position value by $6.31 million. The sale represents a 1.42% shift in 13F reportable AUM. Richmond's post-trade SDVY holding: 354,450 shares valued at $13.5 million. The position now…
Investing the Buffett Way: Lessons for Today's Investors
(1:00) - Warren Buffett’s Retirement and Impact On Berkshire Hathaway (8:45) - Breaking Down Berkshire Hathaway's Equity Portfolio: What Investors Need To Know Right Now (16:30) - The Warren Buffett Premium: Who Will Takeover and Will They…
Below is Validea's ETF fundamental report for VanEck Morningstar Wide Moat ETF (MOAT). The report looks at MOAT's exposure to the major investing factors including value, quality, momentum and low volatility. VanEck Morningstar Wide Moat E…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Morningstar Wide Moat ETF (Symbol: MOAT) where we have detected an approximate $81.5 million dollar outflow -…
Below is Validea's ETF fundamental report for VanEck Morningstar Wide Moat ETF (MOAT). The report looks at MOAT's exposure to the major investing factors including value, quality, momentum and low volatility. VanEck Morningstar Wide Moat E…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Morningstar Wide Moat ETF (Symbol: MOAT) where we have detected an approximate $180.0 million dollar outflow…